Financial Advocates Investment Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Financial Advocates Investment Management’s Portfolio FMF Stock Details FMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25,739	Closed	-$1.19M	–	768
2024 Q1	$1.19M	Buy	25,739 +6,459	+34%	+$315K	0.07%	278
2023 Q4	$888K	Buy	+19,280	New	+$920K	0.06%	310

Other funds holding FMF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Financial Advocates Investment Management's FMF Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2024, closing a stake of 25,739 shares — an estimated $1.19M sold.

Financial Advocates Investment Management first reported a position in FMF in Q4 2023 and held it in 2 quarters. The position peaked at $1.19M in Q1 2024. 67 funds tracked by Wall St. Rank hold FMF as of Q2 2024.

Financial Advocates Investment Management reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 25,739 First Trust Managed Futures Strategy Fund shares in Q2 2024, an estimated $1.19M.
Financial Advocates Investment Management first reported a position in First Trust Managed Futures Strategy Fund in Q4 2023 and held it in 2 quarters.
Financial Advocates Investment Management's First Trust Managed Futures Strategy Fund position peaked at $1.19M in Q1 2024.
67 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.